Step-by-Step guide to creating a drop

1. Navigate to drops

• Go to Sales > Drops.
• You will see an overview of all your open/active drops.

2. Create a new drop

• Click "Add new drop" in the top right corner.
• This will open the drop setup overview.

3. Fill in drop details

• Drop name (Required)
• Sort order (Required)
• Ordering period (Optional)
  • Set open from and ordering to dates if needed.
  • If set, the drop can be automatically deactivated when the ordering period ends.
• Expected delivery date (Optional)
  • Set From and To dates to indicate when delivery is expected.

4. Set visibility and restrictions

Determine who can see the drop and apply any relevant buying restrictions:

• Only allow buying what is already in stock

  • Orders can only be placed for quantities that are in stock when the order is placed.

• Only allow buying what is made available from production orders

  • Orders can be placed based on availability from production orders.
  • Used mainly when selling ahead from production orders. (See the Sell Ahead article for more details.)

• Allow buying unlimited

  • There is no limit on the order quantity.
  • Typically used for preorders.

5. Apply additional limitations (optional)

• You can set further limitations on the drop based on your needs.

6. Save the drop

• Once everything is set up as desired, click "Save".

Archiving a Drop

If you need to archive a drop:

1. Go to Sales > Drops and find the drop.
2. Click Edit on the drop.
3. Find the option "Archived" and enable it.
4. Click Save.

The drop will now move to the Archived tab and will no longer be visible.